Adding and removing users from a Custom Role

Adding and removing users from a Custom Role

Feature Availability

Overview

Add and remove users from a Custom Role as per your network's requirements.
Notes
A member can be associated with only one Custom Role at a time.

Who can be assigned to a Custom Role?  

Both members and admins can be assigned to a Custom Role. However, if an admin is assigned to a Custom Role, they'll lose their admin capabilities and can perform only the actions mentioned in the Custom Role. 
Notes
External users in the network cannot be assigned to a Custom Role. 

How do I add users to a Custom Role?

  1. Click the gear icon [] from the menu in the right.
  2. Select Settings from the dropdown.
  3. In the Settings page, click Roles and Permissions under Users & Controls.
        
  4. From the list of Custom Roles, click the ellipsis (...) in the right-end of the role name you'd like to populate.
  5. Click Manage from the dropdown.
        
  6. In the pop-up, switch to the Users tab.
  7. Start typing the name of the required user in the search bar. You'll see a list of user names that match the name you entered.
  8. Navigate to the required user and click Map to this Role found in the right-end of the name.

How do I remove users from a Custom Role?   

To remove a user from the Custom Role, you'll have to map them to the default member role. This can be done by following the same steps mentioned above, but instead of mapping your selected user to the Custom Role, you'll need to map them to the member role. 

If you have any questions related to Custom Roles, please write to us at support@zohoconnect.com. We're happy to help!